2026 Guide: 9 Last-Minute Tax Moves You Still Have Time to Make
April 1, 2026
U.S. News & World Report, April 1, 2026
Dean Shahan, executive vice president and financial advisor at CapWealth, discusses strategies to decrease tax bills before the April 15 deadline, such as funding health savings accounts and contributing to IRAs with Maryalene LaPonsie in U.S. News & World Report. When considering what kinds of accounts to open, Shahan adds, “Some people think they can only do one or the other,” when choosing between an IRA and a workplace plan.
Risk Review Reveals how risk tolerance, diversification, and market factors shape portfolio performance over time and affect long-term goals.
CapWealth releases a Research Report on Lumen Technologies, outlining why the firm sees long-term growth potential in AI-driven digital infrastructure.
Family governance plans help families define values, improve communication, and guide decisions so wealth and relationships stay strong across generations.
Long-Term Care Planning helps affluent families prepare for extended care and reduce financial disruption when health changes, so plans stay aligned.
MarketWatch features CapWealth’s Hillary Stalker on HSAs & retirement healthcare costs, urging savers to maximize HSA funding & build flexible taxable savings.
CapWealth CIO Tim Pagliara joins Bloomberg Daybreak Asia to discuss how AI is pressuring software pricing, margins, and innovation.
Avoid retirement planning mistakes that can erode after-tax wealth. Learn how affluent families can align spending, taxes, giving, and estate plans.
Charitable giving can reduce taxes, engage your family, and build a lasting legacy when aligned with your financial and estate planning strategy.
On Fox Business, Tim Pagliara, CIO at CapWealth, discussed how a rise in AI spending is shifting investor focus toward free cash flow and capital discipline.
